-
Questionnaire to link with opportunity record?
Looking to have a form/questionnaire on the opportunity record page for opportunity owners to fill in as a way of marking criteria before moving to next sales stage. Any ideas how I can do this? Survey will be the same for all opportunities, but want to be able to link to specific opportunity each time.
Any help will be much appreciated
Log In to reply.
Popular Salesforce Blogs
Why Salesforce Certification Can Improve the Sales Performance of Your Gaming Company
The gaming business is a cut-throat one. As the world’s highest-grossing entertainment industry, the pressure is always on for developers and publishers to put out…
Set Up and Manage Salesforce Communities
Introduction Communities we create works as an important way of sharing information between people who are part of our business i.e. employees, partners, and customers.…
Top 20 Factors To Consider When Choosing CRM For Small Business | Salesforce
Small or mid-sized businesses are renovating our nation’s economic structure. They have delivered a huge contribution towards its enhancement by generating a magnitude of job…
Popular Salesforce Videos
Why Users Cannot be Deleted from Salesforce | How to Delete User from Salesforce?
Why users cannot be deleted from Salesforce and how to delete users from Salesforce? Watch this video and learn all about it. Do let us…
Using Salesforce Einstein Prediction Builder
Make meaningful business predictions from your Salesforce data with just a few clicks, then use those predictions to make smarter business decisions and to power…
Simplified Non-Functional Testing for Salesforce Developers
Testing is indispensable to measure, optimize performance, and improve user experience. Watch this video to see how you can measure performance across physical mobile devices…